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Protect the plan

Leadership Team Diligence

For investors, acquirers and boards. We assess a leadership team against the plan it is being asked to deliver, name the gaps and single-person dependencies, benchmark the packages holding it together, and set out what to strengthen first. Built for acquisitions, first-100-days reviews and portfolio planning.

A decision in front of you?

Tell us what you need to know.

Request team diligence

Confidential. We reply with a scope and a fixed proposal.

Questions it answers

  • Can this team deliver the milestones the investment case depends on?
  • Which seats would hurt most if they emptied, and who could fill them?
  • Are the packages holding the team together in line with the market?
  • What should we hire, promote or restructure first?

What you receive

  • Seat-by-seat assessment against the plan, with named risks
  • Gap and single-person-dependency analysis
  • The team's compensation benchmarked against the market
  • Succession exposure and the external bench for every critical seat
  • A prioritised strengthening plan

Delivery

Timeline

Around ten working days from access

Start with the free Diligence Gap tool

Working together

How engagements work

  1. 01

    Scoping call

    Agree the decision, the evidence needed and the boundaries of the work.

  2. 02

    Written proposal with a fixed fee

    Scope, deliverables and timing set out before you commit.

  3. 03

    Delivery under NDA

    Confidential evidence and a discussion of what it means for your decision.

Questions

Common questions

Who commissions leadership team diligence?

Investors before or just after a deal, acquirers planning integration, and boards reviewing whether the team in place can deliver the next phase of the plan.

How is it different from a psychometric management assessment?

It assesses the team against the operating plan and the market rather than against personality models: whether each critical seat is held by someone who has done this before, where the single-person dependencies are, whether the packages will hold, and who could step in if a seat emptied.

What access do you need?

An organisation chart, the plan or milestones the team is accountable for and, where agreed, conversations with selected leaders. The external bench and market evidence come from our own work, and nobody is approached on your behalf unless you ask us to.

Is there a free starting point?

Yes. The free Diligence Gap tool gives a quick talent-runway read on whether the missing seats in a plan can be hired in time to matter.

Send us the question

Tell us the decision you are facing and the evidence you need. We will come back to you to agree the scope.